Heritage Oak Wealth Advisors’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.9M	Buy	60,132 +8,565	+17%	+$414K	1.12%	17
2025 Q1	$2.46M	Buy	51,567 +2,663	+5%	+$127K	1.08%	19
2024 Q4	$2.33M	Buy	+48,904	New	+$2.33M	1.1%	20
2024 Q3	–	Sell	-35,758	Closed	-$1.69M	–	155
2024 Q2	$1.69M	Buy	+35,758	New	+$1.69M	0.85%	24